Luminary Information

Luminary is domain-specific AI for wealth transfer services. Adopted by leading wealth managers, attorneys, CPAs, and trust companies, Luminary AI transforms static estate and ownership documents into dynamic data that powers client-ready visualizations, wealth transfer scenario modeling, tax alpha tracking, and secure collaboration. Advisors to high-net-worth clients rely on Luminary to scale wealth transfer insights and advice as an on-going client deliverable with document intelligence, beneficiary outcome and tax modeling, exemption tracking, and multi-party workflow coordination. We create efficiency that drives competitive differentiation and organic growth.